Universal Banker

** Universal Banker - Universal Member Service Representative** **Job Category****:** Branch **Requisition Number****:** UNIVE01788 Showing 1 location **Job Details** **Description** **Role Overview:** The **Universal Member Service Representative** serves as a liaison between the member and the credit union in our San Diego Branch. Provide account...

Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are...

Job DescriptionJob DescriptionSummary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and...

Job DescriptionJob DescriptionOrganization and PurposeRio Bank is a South Texas owned and managed bank with a strong focus on customer service. Our team members are passionate about helping our customers achieve their financial goals. We are committed to providing our employees with the tools and resources they need to succeed, and we offer a variety of...

As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's...

As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's...

Job DescriptionJob DescriptionJob SummaryResponsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency...

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...

Mechanics Bank is currently searching for a Utility Universal Banker to join our team at our Kensington Branch. Under general supervision, independently and accurately performs the full range of teller and new accounts transactions according to established procedures. Provides dual control support, delivers excellent customer service, and is...

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...

Position: Senior Banking SpecialistLocation: San Jose, CADivision: Retail BankingPosition Type: Full-timeCompensation: $53K-$55K/YearOverview:We are looking for a committed and skilled individual to join our team as a Senior Banking Specialist. This role is crucial in delivering outstanding customer service and ensuring operational effectiveness. If you...

Job DescriptionJob DescriptionJob SummaryProvides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening.Essential Job FunctionsActs as the customers' first point of contact with the Bank, by serving the customers'...

About the RoleWe are seeking a highly experienced and skilled Business Development Director to join our team at EisnerAmper. As a key member of our Private Equity Practice, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients and partners, and driving revenue growth.Key ResponsibilitiesDevelop...

Job DescriptionJob DescriptionConnect with the Greatest Generation and join us at St. Paul's! You will be able to make a difference in the lives of countless seniors by providing comfort and life-changing experiences every single day. Our team is looking for compassionate, caring and considerate companions to become angels for San Diego's residents...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients....

Branch Network - San Marcos, San Marcos, California, United States of America Job Description Posted Friday, August 2, 2024 at 7:00 AM Do you have some Teller experience under your belt and looking to take the next step in your financial career? Do you have foundational knowledge of finance, and are eager to gain more experience in lending and sales? Are you...

Position: Universal BankerType: Full-TimeDepartment: Member ServicesOverview: Nizari Progressive Federal Credit Union is looking for a dedicated and skilled Universal Banker to join our team. This role is pivotal in fostering strong relationships with our members and assisting them in reaching their financial aspirations.Role Responsibilities:Maintain and...

ProFiduciary has a team of seven fiduciaries that act as trustee, executor and power of attorney for their clients; and in some instances, they also act in a non-fiduciary capacity as managers and/or consultants for closely held entities. This open position is part of the team of four full-time and two part-time employees that support the...

ProFiduciary has a team of seven fiduciaries that act as trustee, executor and power of attorney for their clients; and in some instances, they also act in a non-fiduciary capacity as managers and/or consultants for closely held entities. This open position is part of the team of four full-time and two part-time employees that support the...

Position: Universal BankerType: Full-TimeDepartment: Member ServicesOverview: Nizari Progressive Federal Credit Union is looking for a dedicated and experienced Universal Banker to join our dynamic team. The ideal candidate will play a crucial role in fostering member relationships and assisting them in achieving their financial aspirations.Key...